Loading...
HomeMy WebLinkAbout04-0314 PETITION FOR PROBATE and GRANT OF LETTERS estate o.r' r4o. 21'Oq'31 also known as To: Register of Wills for the Deceased. County of in the Social Security No. t~ IUf -- O 7 --"~Oc] ~f Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut~-t x$ named in the last will of the above decedent, dated ~.- 2 ~ ' I qcl I , 19.__ and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in 0. Ul~ ~' ([~t IA_t~ County, Pennsylvania, with h/$ last family or principal residence at ~q M. ~ ~. (list street, number and muncipality) Decendent, then ~ years of age, died Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ ~Ot 000 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ - - situated as follows: ~ ~ '~ WHEREFORE, petitioner(s) respectfully request(s) the probate of the ~St will ~ codicil(s) presented herewith and the grant of letters (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ther0n. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ q f SS COUNTY OF ~.x~c~ ~_e_l o,c~c~ The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirn~c6~_ and subscribed X ~zg)~_.~_~ ~ ,r~e~,~ / a-~ ~ ~ befo~,~ meLz.~.,~.ZLr7 this. -- ~|"~ooq t,9 day. °fFl ~/" ~'~ No. Zt-o 4 Estate Of ~-~o ~c~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~ ~.' ~,~ C3©'q Pl , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of and Letters , ~ FEES Probate, Letters, Etc .......... Short CertificateS( ) .......... $ ( o C)c.D ATTORNEY (Sup. Ct. I.D. No.) ,2 0 ? $ 1(3. t~ ^OORESS TOTAL Filed ~.. 7. L 7..~...0..0..c4. ................... PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. P CErtifiCATE OF DEATH I I G~ne Ear~ff ,.Ma~e ,. 414 -- 07 --~094 ,~arch 15,~004 I I .... ~ ~~.. (~) Cumbtrgand ,. Cartrs~e ,.Cartrsge Regronat M~drcat Center ,~.~ ....... ,~ White ~;m~) ~ ~ E~~ ~ I ~c~ (~'~) M~chan~c ,,,~S GOV't Barracks I,~. I,,.~ ~'~ I ,.,~m i,,.w~dowed ,,. ~m's ~,~ ~,.c~.~.~c~, I 929 N. W~st St. I ,~Cartis~e, PA 17013 ~ ,~.~ Cumberland ~ ,,~.~"~ Car~4s~e Pau~ Early ~t. E~a Ba~c~a~ ~.Llnda J. Kenda~t l~. 138 A St. Carll4Ze, PA 17013 ~ c,~ ~,~,,.~ ~Ja,,3/17/2004 ?g~inger Crematory · HoltySprings,PA 17065 ~'"~ ........ 6~2O~89 LAST WILL AND TESTAMENT OF GENE EARLY I, GENE EARLY, of 929 North West Street, Carlisle, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, in manner and form following: 1. I hereby expressly revoke all Wills and Codicils heretofore made by me. 2. I hereby direct my Executrix to pay all my just debts, funeral and administrative expenses out of my estate, as soon as practicable after my death. 3. I direct that all taxes which may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be paid out of my estate as a part of the administration of my estate. 4. Should my wife, ROMAINE Y. EARLY, survive me for a period of thirty days following my death, I devise and bequeath the remainder of my estate to ROMAINE Y. EARLY. 5. Should my wife, ROMAINE Y. EARLY, predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath the remainder of my estate, of every nature and wherever situated, as follows: A. Such items of my personal property as may be listed on an unsigned memorandum kept with my Will to the persons named thereon, provided they survive my death. Should such a memorandum not be found with my Will, it shall be conclusively presumed that none was prepared, and all my personal property shall be considered a part of the remainder of my estate. B. The balance of the remainder to my issue who are living on the thirty-first (31st) day following my death, per stirpes. 6. I nominate and appoint Farmers Trust Company, Carlisle, Pennsylvania, as Trustee of the share of any benefici_ary who mav be under the age of twenty-one years. The income and~r~i~'rir[~il~ oil0. said trust may be accumulated or expended for the maintenance, educaUon and support of such beneficiary as my Trustee in its sole.,k~ discretion may determine; and my Trustee, in the income and/or principal for such purposes, may, at 6/2O/89 apply the same directly or pay the same to any person having the care or control of said beneficiary or with whom the beneficiary resides, without duty on the part of the Trustee to supervise or inquire into the application of the funds by any person to whom payment is so made. The balance of such income and/or principal shall be paid to such beneficiary upon reaching the age of twenty-one years, or to such beneficiary's estate in the event of death prior thereto. 7. All income or principal held for the use and benefit of the beneficiaries of this Estate shall not be in any way or manner subject to anticipation, assignment, pledge, sale or transfer, nor shall any such interest, while in the possession of my personal representatives or Trustee, be liable for or subject to the debts, contracts, obligations, liabilities or torts of any beneficiary, or to attachments, executions or sequestrations under process of law. 8. I nominate and appoint my wife, ROMAINE Y. EARLY, as Executrix of this my Last Will and Testament; and as substitute Co- Executrices I nominate and appoint my daughters, Linda Kendall and Kathy Nye. _ 9. I direct that my personal representatives and Trustee shall not be required to file any bond or other security in any jurisdiction to secure the faithful performance of his or her duties nor be required to obtain any order or approval of any Court for the exercise of any power or discretion set forth in this Will. 10. In addition to the powers conferred by case law, by statute and by other provisions of this Last Will and Testament, my personal representatives, Trustee, and any successors in those capacities shall have the following discretionary powers applicable to all real and personal property held by them, which powers shall be effective without Order of any Court and which shall exist and continue until the time of actual distribution: A. To re 'tain any property of any nature re- ceived by them for whatever period they shall deem advisable; B. To invest and reinvest all or any part of the assets of my Estate without regard to statutes limiting the property which a fiduciary may purchase; C. To sell, transfer, exchange or otherwise dispose of, any part of the assets of my Estate, for cash or on terms, publicly or privately, or to lease, without liability on the purchasers to see to the 2 6/20/89 application of the proceeds, and to give options for these purchases without the obligation to repudiate them in favor of a higher offer; D. To execute and deliver any deeds, leases, assignments or other instruments as may be neces- sary to carry out the provisions of this Will; E. To borrow money, if necessary to facilitate the administration and closing of my Estate, including the right to borrow money from any bank, and to mortgage or pledge any asset of the estate as security; F. To loan to, and to purchase assets from, my estate, even ff they or any of them are also acting as Executor thereof. G. To assume continuance of the status of any beneficiary with regard to death, marriage, divorce, illness, incapacity and similar incidents or matters in the absence of information deemed reliable without liability for disbursements made on such assumption; H. To make any distribution hereunder either in kind or in money, or partially in kind and partially in money, considering of course the reasonable wishes of the beneficiary. Distribution in kind shall be made at the appraised value of the property distributed, as it is set forth in the inheritance tax return filed in my Estate; I. To exercise any subscription right in con- nection with any security held hereunder, to consent to or participate in any recapitalization, reor- ganization, consolidation or merger of any corpo- ration, company or association, the securities of which may be held hereunder; and to delegate au- thority with respect thereto, to deposit investments under agreements, to pay assessments, and generally to exercise all rights of investors; J. To continue in any partnership, joint ven- ture, joint ownership or other business enterprise of which I am a part at the time of my death; K. To compromise claims; 3 2/1 5/91 L. To continue for whatever period of time my personal representatives shall deem necessary any ownership as a tenant in common or as a partner, in real estate or other property and to act as I would have done had I been living; M. To do all other acts in his, her or their judgment necessary or desirable for the proper management, investment and distribution of the assets of my Estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 28t~day of February , 1991. ' / GENE EARLY,/// 4 2/15/91 COMMONWEALTH OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : I, GENE EARLY, Testator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before me, by GENE EARLY, Testator, this 28trlay of February , 1991. Testato~/~ ~ NOTARIAL SEAL MERLENE MARHEVKA. Notary Public C~rlisle. Cumberland County. Pa. Commission Expires 6/7/94 5 2/15/91 COMMONWEALTH OF PENNSYLVANIA · : SS. COUNTY OF CUMBERLAND · We, Roger M. Morgenthal and Janice E. Hertzler, the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw Testator, GENE EARLY, sign and execute the instrument as his/her Last Will; that he/she signed willingly and that he/she executed it as his/her free and voluntary act for the purposes therein expressed; that each of us in the sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Tes- tator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by Roger M. Morgenthal and Janice E. Hertzler, witnesses, this 2 8tlxtay of February ., 1991. ' 5~uriic~ E. Hertzler NOTARIAL SEAL MERLENE MARHEVKA. Notary Public CartiMe. Cumberl&nl County, Pa. My Cemmi~mi~n Expires 6/7/94 6 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 07/01/2004 KENDALL LINDA 38 A ST CARLISLE, PA 17013 RE: Estate of EARLY GENE File Number: 2004-00314 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 07/11/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, cc: File Counsel Judge Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 07/01/2004 NYE KATHY 808 PETERSBURG RD CARLISLE, PA 17013 RE: Estate of EARLY GENE File Number: 2004-00314 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS. COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 07/11/2004 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, Clerk of the Orphans' Court cc: File Counsel Judge JRD/June 30, 1992/17858 SEP 0 1 200~ In Re: Estate of Gene Early ORPHANS' COURT DIVISION Late of Carlisle Borough COURT OF COMMON PLEAS OF CUMBERLAND COUNTY Estate No.: 21-04-314 PENNSYLVANIA NO. 21-2004-314 NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: Linda Kendall and Kathy Nye Counsel for Personal Representative: Date of Grant of Original Letters: 04-01-2004 Date of Delinquency Notice: 07-11-2004 The undersigned, Glenda Famer-Strasbaugh, Clerk of the Orphans' Court, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on July 11, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 09-01-2004 ~ ~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. If the Certification of Notice is filed prior to the hearing date, the hearing will automatically/ber~/~/4~ George{E. l~er,~.j.Ir ,I I JRD/June 30, 1992/17858 In Re: Estate of Gene Early : ORPHANS' COURT DIVISION Late of Carlisle Borough : COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY EstateNo.: 21-04-314 : PENNSYLVANIA : NO. 21-2004-314 NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: Linda Kendall and Kathy Nye Counsel for Personal Representative: Date of Grant of Original Letters: 04-01-2004 Date of Delinquency Notice: 07-11-2004 The undersigned, Glenda Farner-Strasbaugh, Clerk of the Orphans' Court, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Clerk of the Orphans' Court on July 11, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 09-01-2004 Glenda Famer Strasbaugh Clerk of the Orphans' Court Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for at in Courtroom No. 3. If the Certification of Notice is filed prior to the hearing date, the hearing will automatically~~ ~aA Georg~ E~lrc~fe~, p~. '# ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) N.eo, D.cedent: G ~e ~,~l,.I l ~e~ ~l notice of ~ne~i~ ~l) ~ ~a~lr~ti~ r~i~ed by Rule 5.6(a) of ~e ~h~s' Cou~ Rules was ~e~ed on or m~led to ~e following be~eficiarie~ of ~e above-captioned estate on Ad.ess Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature ~ :' Address Capacity: Personal Representative __Counsel for personal representative REV-1162 EX(11-96) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA ~7128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004633 NYE KATHY 808 PETERSBURG RD CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 $249.28 ESTATE INFORMATION: SSN: 414-07-8094 FILE NUMBER: 2104-031 4 DECEDENT NAME: EARLY GENE DATE OF PAYMENT: 1 1/1 6/2004 POSTMARK DATE: 11/1 6~2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/1 5/2004 TOTAL AMOUNT PAID: $249.28 REMARKS: NYE CHECK//1088 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS HARRISBURG, PA 1712~1 DECEDE~S ~E (~ST, FIRST, ~D MIDDLE INm~) ~ a bank ~k ~ ~ ~ ~ TH~ R~U~ MUST BE FILED IN ~PLI~TE ~H THE ~F ~PLICABLE) SURVIVING SPOUSE'S ~E (~, FIRST, ~D MIDDLE INmA) soc ~ ~CUR~ . . ' REGISTER OF WILLS ~ ~. O~inal Return ~ 2. $upple~n~l Ream ~ 3. Remainder Ream (d~Mde~r~ 12-1~2) ~ 4a. Futura Inte~ Compmm~ (d~ of ~ ~r 1242-S2) ~ 5. Federal E~te T~ Ream Requi~ ~ 4. Lim~ed Es~te 8. To~l Number of Safe ~pos~ Box~ ~ 6~ De.dent Died Tes~te (~h ropy of ~ 11. EiCon to ~ under S~. 9113(A) (~ ~h O) ~ 9. Li~ga~on Pm~ds Re~ived C~PL~ ~LI~ ~DRESS N~E FIRM ~E (If~plica~) TELEPHONE NUMBER 1. Real Es~te (S~edule A) (1) ~ 2. Stoc~ and Bonds (S~ule B) (2) ~ ~ 3. Closely Held Co~mtion,Pa~emhip or Sol~Pmpdetomhip {3) ~ ~ , ' _~:~ 4. Mo~gages & Notes Revivable (Sch~ule D) (4) ~ ~ 5. Cash. Bank Deposi~ & Mis~llaneous Pe~nal Pm~ (5) ~ O ~ ~ ~- ~ ' 6. Jointly ~n~ Prope~ (Schedule F) (6) ~ 7. nter-Vivos Tmnsfem & Mis~llan~us Non-Probate Prope~ (7) (Sch~ule G or L) ~ ' 8. Toal Gross Asse~ (to~l Lines 1~7) (8) 9. Funeral Expenses & Administm~ve C~ (S~ule H) 10. Deb~ of De,dent, Mo~age Liability, & Liens (S~u~ I) (10) ~ ~ ~ ~ ~ ~ . 11. Toal Dedu~ions (to~l Lines 9 & 10) (11) 12 flet Value of Es~ (Line 8 minus Line 11) (12) 13. Chad~ble and Govemmen~l Bequ~WS~ 9113 Tmsb for whi~ an e~on ~ ~ has not been (13) made (Schedule J) 14. Net Value Subj~ to T~ (Line 12 minus Line 13) (14) 15. Amount of line 14 ~able ~, x .~ (15) at ~e s~usal ax rote ~ See ins~ons on reveme side for appli~ble ~nage at6% ~te ' 17. Amount of line 14 ~able X .15 (17) at 15% rote ~ ~ , 18. Tax Due Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the be~t of my knowledge ~ belie[ it is true, correct and compieto. Declaration of preparer other than the personal representative is besed on all i,~u~rr'ati°n °f which preparer hes any kn°wledqe' i~/t~ ~f~,~~ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADO,~.)SS DATE SIG .REO EPARERO'" -N"EPRESENTATIVE ADD.ESS .... Decedent's Complete Address: STREET ADDRESS Tax Payments and Credits: 1. Tax Due (Page 1 Line 18) 2. Credits/Payments (1) A. Spousal Poverty Credit B. Pdor Payments \ C. Discount Total Credits ( A + B + C )(2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 19 to request a refund (4) 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ............................................................. [] [] b. retain the right to designate who shall use the property transferred or its income; ................ [] c. retain a reversionary interest; or ............................................................................................. [] d. receive the promise for life of either payments, benefits or care? ......................................... [] [] 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ...................................................................................................................... [] [] 4. Did decedent own an individual retirement account, annuity, or other non-probate property? .... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P.S. §9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995. 72 P.S. §9116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving spouse from 3% to 0% for dates of death on or after January 1, 1995. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995 - Please answer the following question by placing an "x" in the appropriate space. Did the decedent create a trust or similar arrangement which is solely for the surviving spouse's benefit for his or her entire lifetime? Yes [] No [] If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second spouse, at which time it will be fully taxable at the rate(s) applicable to the remainder bene§ciary(ies). Enter the v&lue of the trust on Schedule J, Part II, in order to remove it from the calculation of the tax due in this estate. You may wish to file Schedule O in order to make the election available under Section 9113. If the election is made, the trust or similar arrangement is taxed in the estate of the first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate, and the remainder is taxed at the rate(s) applicable to the remainder beneficiary(les). If you choose to make the election, you must attach ,Schedule O to a timely-filed tax retUrn, along with Schedule(s) K and/or M in order to show the apportionment of the trust or similar arrangement between the surviving spouse and the remainder beneficiary(les). REV-1512 EX+ (1-93) SCHEDULE I COMMONWEA,TH OE PENNSYLV*N,A DEBTS OF DECEDENT, INHERITANCE TAX RETURN RES,D~NTOECEOENT MORTGAGE LIABILITIES AND LIENS Please Print or Type ESTATE OF 'FILE NUMBER ITEM NUMBER DESCRIPTION AMOUNT ~-c, co TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of same size.) REV-1508 EX + (1.97) '~ SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONALPROPERTY ESTATE OF FILE NUMBER Include the )roceeds of litigation and the date the proceeds were received by the estate. All prope~'y jointly-owned with the right of survivorshi ) must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV-1511E X + {1-97) SCHEDULE H COMMONWEALTH"~'~'~-OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVECOSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. ~,~ ~'>I,~-_L._ - B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees r7 ~, 0 (~ 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 2. ,'~ ~ I , L.[ ~ (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '-~D.nr:nr-r' (,\_r-I'-" (',C BURE'~ OF INDIVIDUAL !l~',:>:->J .J'-i-!t;:: '..)1- NOTICE OF INHERITANCE TAX INHERIl.'ANCE TAX DIVISION " " ':: 'C"PPRAISEMENT, ALLOWANCE OR DISALLOWANCE PO BOX 280601 ' OF DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 7U~n:; J,';"[ 2l~ .. .,....u 1'.,., 8: 19 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-25-2005 EARLY 03-15-2004 21 04-0314 CUMBERLAND 101 Of~PH! KATHY A N~t~':'~' 808 PETERSBURG RD CARLISLE PA 17013 Amount R.mitted '* REV-1547 EX AFP (l2~D4l GENE MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ~lV:r!~.Eic..AFp..r~1---6~'..N6n.CE.OF.1NHErtI.i'AN.ci.TA'l.i\.pj!RAISEiilNT,..ALLoWANci.oii................. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GENE FILE NO. 21 04-0314 ACN 101 ESTATE OF EARLY TAX RETURN WAS, I I XI CHANGED SEE DATE 01-25-2005 ATTACHED NOTICE I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) ~. Kortgages/Notes Receivable (Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets III 121 [31 141 151 161 171 .00 .00 .00 .00 10.850.00 .00 .00 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 191 1101 2,381.42 4.313.85 IllI 1121 1131 1141 NOTE: I~ an assessment was issued previously. lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rat. (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 10,850.00 6.69J; 27 4,154.73 .00 4,154.73 14. IS and/or 16. 17. 18 and 19 will returns assessed to date. .00 X 00 = 4,154.73 X 045 = .00 X 12 = .00X15= (19)= .00 186.96 .00 .00 186.96 TAY C DITS: r ,., AI1DUNT PAID DATE N\II'lBER INTEREST/PEN PAID [-I 11-16-2004 CD004633 .00 249.28 TOTAL TAX CREDIT 249.28 BALANCE OF TAX DUE 62.32CR INTEREST AND PEN. .00 TOTAL DUE 62.32CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE \L A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. I ~~ REV-1470EX (6-b&;\ '* INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME Gene Early FILE NUMBER REVIEWED BY Destiny S.R.Brown ACN 2104-0314 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES Lineal heirs are taxable at the rate of 4.5% for dates of death on or after 07-01-2000. ROW Page 1 Cumberland County - Register Of One Courthouse Square (""1-.....,....1.:~1-... T1'7\ 1'71\1'") ~a~~~~~Cf rn ~/V~~ T"."-! ., ., _. VV .L .LL b Phone: (717) 240-6345 Date: 2/02/2006 KENDALL LINDA 38 A ST CARLISLE, PA 17013 RE: Estate of EARLY GENE File Number: 2004-00314 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/15/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, }{ ~- (~~_/J~.d~ / J GLENDA FAP~ER STP~.SBAuGH REGISTER OF WILLS cc: File Counsel Judge Cumberland County - Register Of One Courthouse Square Carlisle, PA 17013 T.l ~ 1 1 ,.,.... V\f ...L...L .L i::J Phone: (717) 240-6345 Date: 2/02/2006 NYE KATHY 808 PETERSBURG RD CARLISLE, PA 17013 RE: Estate of EARLY GENE File Number: 2004-00314 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/15/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~ ..At:-- ~Llu~ ~ l~-U JL..."/j"'-' GLENDA FAP~ER STR~SBAUGH REGISTER OF WILLS cc: File Counsel Judge ~ ~/~~~ ~ R~>;;.!i.~tteK' of"';j',.,rliU5 vf CiLit:iJlb'2dand [::GUn~ 0/ u "' STATUS REPORT U1'\1uER RULE 6.12 / / =-c/ Name of Decedent: ~;:;[7L-L.-- ~fL-4 i. L /' Date of Death: ,3 / / ~t) / () t-(' ' Estate No.: . Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration of the above-captioned estate: , /j.' /i..~--,} I- f'L77(~'; < j..<!L/ - O~ -014 1. State whether administration of the estate is complete: Yes Ll No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lithe answer to No.1 is Yes, state the following: a. D. id the persona..!,jepresentative fiie a final accountwith the CoUrt? ' Yes 0 No LY1 b. The separate Orphans' COl.rrt No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: JJ3 It> &;; "~., ."..:....--Z/1( SigIJ<ature L't-:.- " "-.,~/ ~:.,.r t, ). IL'~ L "}' /f / /.' (/>-1 Name ," ,..",- /v , / i r /) ( / /-) I L /, r - . ...., C f 1", // ,-' /:5,j / Jr{ ;f l {,.2-IC it{ 17(1/3 Address /}/7-JLjtf- VJLfI . Telep11011.e }To. ;2 a:pficiti: t6-Pei:"3oual P\.e1=cesen:2.::i'le /[] COl.lTIsel for perso'nal represer.!.tative \l?(; ~ -. .. T -- ~} /ti ~ f~ ~f~~, ~ ~ _ --!. __.~_ _'''":.... __.-,~~-= :.....:);17 ._. _.!.E ~_____:i_ __" ___,-3 .n_""-1--'~'" ~....~~,:!l.~II,.tt:.!r \Ul.!i.. trW lLHSl OR ~1U:.l!..li.ii.llJit;;::.ir .l!.".ll..iLU '!-..ALJ1\L.il..lil.lU.Y Name of Decedent: STATUS REPORT ul\JTIER RULE 6.12 /\ ~ I G ~I\J 'L vV\R f 3- r S - o!j 04-2>\~ Date of Death: Estate No.: q Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. lithe answer to No.1 is Yes, state the follo'\'rlng: a. Did ~ personal representative file a final accoinitwith "the CoUi-t1 . Yes ~ No 0 . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the perso~.n representative state an account informally to the parties in interest? Yes ~ No 0 '...':) c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. =~~_ / Date: ~- :}1-DS ~l__ ~~ Signature --;:J ~... ~+, 0y L N~e )C 3o~. r~ Pd.,/ Address ~ "7 ('7 d-s-YCo {c; ( I. '--.' /1 _TelePho]ne No. . VI -;:._._~~-~ ...... Q---s--~""~""'r~ ~ J.. c;.!.. ~v.l.la.J.. .1.\..\",.-r}il. c; CiiL.a.l..l v C o COllnsel for persoTlal representative Capacity: ~1,